---
schema_version: "1"
id: e136cb2c0c114ec1838d19f8ada8b0d2e78a1afaa0ed88d6f1f2e84b18de9373
title: Manage Advocates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_manage_advocates.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_manage_advocates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cbbac7b7bd7201f36e19775f5d29c6babfb9e3a5790dbb225ff5a1de93771839
description: After a brand launches its referral promotion, channel managers can review the details of the advocates who are part of the referral program and can add advocates to referral promotions.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Manage Advocates

After a brand launches its referral promotion, channel managers can review the details of the advocates who are part of the referral program and can add advocates to referral promotions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Referral Marketing</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, and <strong>Unlimited</strong>&nbsp;Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. <a href="https://help.salesforce.com/s/articleView?id=sales.b2b_referral_prm.htm&amp;language=en_US" target="_blank">Learn more about Referral Marketing with Partner Ecosystem management.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d26717e90">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26717e90 ">To view advocates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26717e90 ">
              <p>Manage B2B Referrals permission set</p>
              <p>AND</p>
              <p>View permission on:</p>
              <ul>
                <li>Loyalty Program</li>

                <li>Loyalty Program Member</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26717e90 ">To add an advocate:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26717e90 ">
              <p>Manage B2B Referrals permission set</p>
              <p>AND</p>
              <p>Edit permission on:</p>
              <ul>
                <li>Loyalty Program Member</li>

                <li>Promotion</li>

                <li>Loyalty Program Member Promotion</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

1. On your referral program, click **Advocates**.
    
    To view the details of an advocate, click the advocate’s account.
2. Click the customer number of the advocate whose details you want to view.
3. On the Details tab, review the advocate’s referral code.
4. On the Vouchers related list, review the vouchers issued to the advocate.
5. On the Transaction Journals related list, review the referral activities that the advocate completed.
6. On the Loyalty Program Member Promotion related list, review the list of promotions that the advocate joined.
7. From the Loyalty Program Member Promotion related list, enroll the advocate in a promotion.
    
    1. Click **New**.
    2. Select the promotion that you want to enroll the advocate in.
    3. Select **Enrollment active**.
    4. Save your changes.
    
    The advocate is enrolled in the promotion that you selected.